Civic Intelligence

Westborough Rotary Fund Inc.

EIN 04-3426463 • 501(c)3 • Westborough, MA

Pub. 78 Eligible990-N Coverage

Profile

To educate, foster, promote, encourage, and improve world peace and understanding through international and domestic charitable and educational programs

150 East Main StWestborough, MA 01581

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

20th percentile

-26%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

40th percentile

-8.4%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

59%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$143,943

Up $35,626 (+33%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$143,943

Up $35,626 (+33%) from 2021

Operations
Liabilities / Revenue61st percentileNet Margin20th percentile

Revenue

Down

$22,662

Down $15,351 (-40%) from 2021

Expenses

Down

$20,757

Down $27,170 (-57%) from 2021

Net Income

Up

$1,905

Up $11,819 (+119%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2016: $115,238Liabilities 2016: $02016Assets 2017: $104,338Liabilities 2017: $02017Assets 2018: $103,874Liabilities 2018: $02018Assets 2019: $101,354Liabilities 2019: $02019Assets 2020: $118,231Liabilities 2020: $02020Assets 2021: $108,317Liabilities 2021: $0Net Assets 2021: $108,3172021Assets 2024: $143,943Liabilities 2024: $0Net Assets 2024: $143,9432024

Highlighted filing

2024

Assets$143,943
Liabilities$0
Net Assets$143,943
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2016: $2,401Expenses 2016: $6,605Net Income 2016: -$4,2042016Revenue 2017: $769Expenses 2017: $11,669Net Income 2017: -$10,9002017Revenue 2018: $1,099Expenses 2018: $1,563Net Income 2018: -$4642018Revenue 2019: $1,944Expenses 2019: $4,464Net Income 2019: -$2,5202019Revenue 2020: $23,928Expenses 2020: $7,051Net Income 2020: $16,8772020Revenue 2021: $38,013Expenses 2021: $47,927Net Income 2021: -$9,9142021Revenue 2024: $22,662Expenses 2024: $20,757Net Income 2024: $1,9052024

Highlighted filing

2024

Revenue$22,662
Expenses$20,757
Net Income$1,905
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$143,943
Liabilities
$0
Net assets
$143,943
Revenue
$22,662
Expenses
$20,757
Net income
$1,905
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.23$0.21$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.38$0.48$0.10
2020Summary only. Only limited summary data is available for this year.$1.18$0.00$0.24$0.07$0.17
2019Summary only. Only limited summary data is available for this year.$1.01$0.00$0.02$0.04$0.03
2018Summary only. Only limited summary data is available for this year.$1.04$0.00$0.01$0.02$0.00
2017Summary only. Only limited summary data is available for this year.$1.04$0.00$0.01$0.12$0.11
2016Summary only. Only limited summary data is available for this year.$1.15$0.00$0.02$0.07$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$22,662
Mission and Program Overview

Mission

To educate, foster, promote, encourage, and improve world peace and understanding through international and domestic charitable and educational programs

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
DONATION TO THE WESTBOROUGH HIGH SCHOOL SCHOLARSHIP PROGRAM FOR GRADUATION SENIORS$10,000-
DONATION TO THE ROTARY YOUTH LEADERSHIP ACADEMY TO PAY FOR WESTBOROUGH STUDENTS TO ATTEND THE PROGRAM.$3,250-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JORGE YARZEBSKIPresident-$0--
ELLIOTT RITTENBERGTreasurer-$0--
MATT STERNClerk-$0--
ELIZABETH MOQUINVice President-$0--
REINA RAGODirector-$0--
SANDRA COKERDirector-$0--
KARIN GAFFNEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Westborough Rotary Fund Inc
EIN
04-3426463
Address
150 EAST MAIN ST, WESTBOROUGH, MA 01581

Signing Officer

Name
Elliott Rittenberg
Title
Treasurer
Phone
5088785703
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Integrity Tax and Business Partners
Address
28 WASHINGTON ST, WELLESLEY HILLS, MA 02481
Preparer
Scott W Franklin
Phone
7817721840
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity college scholarships for westborough hs students amount 10,000activity multiple payments under $5,000 each amount 8,908”

Description of other expenses Part I line 16

“Description amountaccounting 7005k road race 144software & apps 80travel 925”

Other changes in net assets or fund balances Part I line 20

“Description amountunrecognized capital gains 17,338”

Part III response or note to any other line in Part III

“To educate, foster, promote, encourage, and improve world peace and understanding through international and domestic charitable and educational programs.”

Raw XML Appendix167 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY COLLEGE SCHOLARSHIPS FOR WESTBOROUGH HS STUDENTS AMOUNT 10,000ACTIVITY MULTIPLE PAYMENTS UNDER $5,000 EACH AMOUNT 8,908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTACCOUNTING 7005K ROAD RACE 144SOFTWARE & APPS 80TRAVEL 925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTUNRECOGNIZED CAPITAL GAINS 17,338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO EDUCATE, FOSTER, PROMOTE, ENCOURAGE, AND IMPROVE WORLD PEACE AND UNDERSTANDING THROUGH INTERNATIONAL AND DOMESTIC CHARITABLE AND EDUCATIONAL PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part III response or note to any other line in Part III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0043426463
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ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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